Image For Activity Cover
Legacy Planning: Planning an Estate to Make Gifts That Keep on Giving
Learn how to plan an estate to make legacy gifts that keep on giving. This webinar will provide valuable information for everyone who is in in the process of estate planning, especially individuals with families and dependents.
As a result of this webinar, participants will be able to:
  1. Describe the step by step process of estate planning and  disocver why it is important
  2. Analyze options for limiting tax burdens with charitable giving

Ronald J. Paprocki, JD, CFP®, CHBC is Chief Executive Officer of MEDIQUS Asset Advisors, Inc. Before co-founding MEDIQUS in 1996, Mr. Paprocki was Vice President of AMA Investment Advisors, L.P.

Mr. Paprocki is responsible for the Wealth Management and Retirement Plan services provided by MEDIQUS which includes the analysis and design of individual financial strategies for health care professionals, closely held business owners and high level executives. Specifically, Mr. Paprocki’s areas of expertise include retirement, investment, estate, and asset protection planning.

Mr. Paprocki has consistently been named as one of Medical Economics magazine’s Best Financial Advisors for Physicians, and he is recognized as one of America’s top financial planners by the Consumer’s Research Council of America. He is also co-author of The Prescription for Financial Health: An Authoritative Guide for Physicians, first published in the fall of 2005 and most recent edition in March of 2014, Medical Practice Divorce, published by AMA Press in 2002, and The Three Stages of a Physician’s Career: Navigating from Training to Beyond Retirement, published in the spring of 2017.

Availability: On-Demand
Credit Offered:
No Credit Offered
Contains (1)
Legacy Planning: Planning an Estate to Make Gifts That Keep on Giving
Powered By